+620.3%
AMZN vs STLA
+0.5%
+619.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -0.8% |
| 7D | +0.1% | -11.6% | +11.7% | +3.3% |
| 30D | +2.6% | -6.2% | +8.7% | +3.8% |
| 3M | -2.2% | -24.6% | +22.3% | +4.4% |
| 6M | -1.0% | -44.9% | +43.9% | +14.3% |
| YTD | +15.3% | -62.3% | +77.6% | +45.3% |
| 1Y | +6.9% | -61.8% | +68.7% | +33.8% |
| 3Y | +85.4% | -75.3% | +160.7% | +150.1% |
| 5Y | +53.3% | -72.5% | +125.8% | +93.9% |
| 10Y | +620.3% | +0.8% | +619.6% | +558.0% |
| All | +620.3% | +0.5% | +619.9% | +558.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded STLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling